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In this tutorial, Bailey Moss demonstrates how to use the Document Core Pack Template Designer to create and test a quote template. The process begins with opening Microsoft Word, emphasizing that users must have the Document Core Pack Client Template Designer installed. Bailey notes that additional resources, including a separate installation video and various blog articles, are available for further assistance. Once in Word, users will navigate to the MSCRM tab, which provides several options for managing templates. It's highlighted that templates can be saved and opened directly from the Dynamics database, enabling usability through one-click actions and workflows for end users.